+113.0%
VWO vs URI
+1,233.9%
-1,120.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -1.8% | -2.1% | +0.3% | -1.3% |
| 30D | -0.1% | -12.4% | +12.3% | +2.8% |
| 3M | +2.2% | -7.3% | +9.5% | +3.6% |
| 6M | +8.8% | +27.2% | -18.4% | +1.7% |
| YTD | +12.4% | +23.0% | -10.6% | +5.3% |
| 1Y | +15.6% | +3.9% | +11.7% | +12.3% |
| 3Y | +62.5% | +121.6% | -59.1% | +27.9% |
| 5Y | +34.3% | +201.1% | -166.8% | -5.0% |
| All | +113.0% | +1,233.9% | -1,120.8% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded URI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling